Invite users

To invite a new user to the Mambu Payments (formerly Numeral) dashboard, go to Settings > Users > Invite user. Enter the user's name, email address, and role.

Default roles

The Mambu Payments (formerly Numeral) dashboard is built around 60+ user permissions grouped into 6 standard user roles. You can assign one of the following 6 default user roles:

Role	Description
Controller	Controllers can view accounts and payments as well as manage reconciliations.
Requester	Requesters can create payments, but cannot approve them.
Approver	Approvers can approve payments, files, and R transactions.
Manager	Managers can manage payments, accounts, reconciliations, and counterparties. They cannot manage platform settings, developer settings, and users.
Developer	Developers can manage developer settings, including API keys, webhooks, and events.
Admin	Admins can manage payments, accounts, reconciliations, counterparties, users, platform settings, and developer settings.

To view the detailed permissions associated with user roles, go to Settings > Roles and click on a role.

Custom roles

You can also create and edit custom roles that best reflect your company's organisation.

Create a custom role

Go to Settings > Roles > Add a role
Enter a name and a description for the role
Define the permissions for this role:
- Select individual permissions (e.g., View payment orders)
- Or select group permissions (e.g., Payments), which will include all existing related permissions as well as any future ones

Edit a custom role

Go to Settings > Roles and select the custom role you want to edit
Click Actions > Edit
Update the name, description, or permissions as needed
Click Save to apply your changes

If you are interested in using custom roles, please contact us at [email protected].

Deactivate user

To deactivate a user, go to Settings > Users, select user, and click on … > Disable.